How to Market Legacy Gifts 

 You Don’t Need to Learn Another Language to “Get” Planned Giving 

Presented by: Viken Mikaelian 

This high-energy presentation motivates participants to take real-world action steps. Attendees will leave invigorated and armed with new and practical ideas they can use to promote planned gifts and build broader awareness. Plenty of examples from the serious to the outrageously creative. 

By the end of this session, attendees will have learned: 

• How to borrow tricks from for-profits to close more and larger gifts. 

• How to avoid killer mistakes that alienate prospects and squander budgets. 

• Solid marketing principles: What works and what doesn’t when it comes to promoting planned gifts. 

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Wednesday, March 8, 2023

11:30 a.m. Networking

Noon Program and Lunch

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00**

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - $25.00**

Guests - $35.00

**Members that are still on their 2022 memberships are charged as indicated. Meetings are included  in the 2023 membership renewals. Thank you.

Meeting will be held: Community Foundation Tampa Bay - 110 Central Avenue, St. Petersburg, FL 33701

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Pentera

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

Adelphi Trust Company

American Cancer Society

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SPEAKER BIO

Viken Mikaelian, Founder and CEO 

PlannedGiving.com 

Viken Mikaelian was the first to bring planned giving to the Internet back in 1999. Since then, his company PlannedGiving.com has helped over 3,200 non-profits establish their planned giving programs online. 

Many people make a living by complicating planned giving. Viken makes his by keeping it simple. He shoots straight, keeps things practical, and adds a welcome splash of flavor to otherwise vanilla topics. 

Viken has presented at over 500 fundraising events, currently publishes Giving Tomorrow magazine and Major Gifts Today. He’s also authored over 1,500 white papers. 

Viken is a graduate of the University of Pennsylvania.